Berger Financial Group, Inc Select Sector Spdr Fund Health Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Berger Financial Group, Inc holds 14,807 shares of XLV stock, worth $2.25 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

14,807

Previous 15,029 1.48%

Holding current value

$2.25 Million

Previous $2.03 Million 1.73%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$129.01 - $139.72 $28,640 - $31,017	-222 Reduced 1.48%	14,807 $2.06 Million
Q2 2025 Jul 22, 2025	SELL	$128.77 - $144.3 $147,055 - $164,790	-1,142 Reduced 7.06%	15,029 $2.03 Million
Q1 2025 May 12, 2025	SELL	$137.61 - $149.68 $11,834 - $12,872	-86 Reduced 0.53%	16,171 $2.36 Million
Q4 2024 Feb 14, 2025	SELL	$136.28 - $154.74 $147,454 - $167,428	-1,082 Reduced 6.24%	16,257 $2.24 Million
Q3 2024 Nov 12, 2024	SELL	$143.3 - $157.24 $86,409 - $94,815	-603 Reduced 3.36%	17,339 $2.67 Million

Q2 2024 Aug 14, 2024	SELL	$138.43 - $147.09 $295,132 - $313,595	-2,132 Reduced 10.62%	17,942 $2.62 Million
Q1 2024 Apr 16, 2024	BUY	$138.48 - $147.86 $2.43 Million - $2.6 Million	17,570 Added 701.68%	20,074 $2.97 Million
Q4 2023 Feb 07, 2024	BUY	$123.14 - $136.38 $308,342 - $341,495	2,504 New	2,504 $341,000

Others Institutions Holding XLV

# of Institutions

1,963

Shares Held

194M

Call Options Held

13.9M

Put Options Held

22.4M

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About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
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Berger Financial Group, Inc Select Sector Spdr Fund Health Transaction History